Marco Schmitz – AAB Asset Services
- Managing Partner
- AAB Asset Services GmbH
Marco Schmitz brings over 30 years of executive experience in the financial and fund management industry. His career spans senior leadership roles at major banking institutions, as well as managing director mandates in regulated fund platforms and strategic joint ventures. At AAB Asset Services, he focuses on the strategic development, governance, and operational consulting of fund structures and institutions across Europe.
Career History
AAB Asset Services GmbH, Managing Partner
AAB Asset Services GmbH, Managing Director
Deutsche Asset & Wealth Management, Managing Director
Oppenheim Asset Management Services S.à r.l., Luxemburg, Managing Director and Spokesperson
Oppenheim Prumerica Fonds Trust GmbH (Joint venture with Prudential), CEO
Oppenheim Fonds Trust GmbH, Managing Director
Oppenheim Kapitalanlagegesellschaft mbH, Head of Distribution
Deutsche Apotheker- und Ärztebank eG, Division Head
Commerzbank AG, Private Client Advisor & Branch Manager
Deutsche Apotheker- und Ärztebank eG, Audit Officer
Core Competencies
- Strategic leadership in both regulated and unregulated financial institutions
- Establishment and management of entities and business units within matrix organizations
- Development and execution of sales strategies, investment processes, and fund structures
- Long-standing track record in acquiring and servicing institutional clients, family offices, private banks, and asset managers
- Full P&L responsibility and executive-level financial control
- In-depth knowledge of fund product management, distribution support, and regulatory frameworks (CSSF, BaFin, SEC, MaRisk)
- Board-level experience in supervisory and governance bodies
Personal Strengths
- Over 30 years of leadership experience in asset management
- Strategic thinking and entrepreneurial mindset
- Strong goal orientation, decisiveness, and reliability
- Efficiency-driven with structured, solution-oriented execution
- Persuasive communication and stakeholder management skills
- Deep operational experience in business development and client servicing
- Extensive high-level network across the financial and fund industry, built over three decades in leadership and market-facing roles
Key Responsibilities at AAB Asset Services
Strategic Advisory & Consulting
Advising institutional clients on fund structuring, sales planning, fund launches and life-cycle management
Finance, Tax & Legal
Oversight of financial governance, corporate compliance, and fund/GP-level mandates
Organization & People
Development and steering of cross-functional teams and scalable organizational structures
Marketing & Communications
Corporate positioning, stakeholder engagement, and representation in advisory and supervisory boards
Mandates
- Chairman of the Board of Directors, Allinvest Fund Sicav (Lux. special fund for a German family office, since 01/2022)
- Managing Director, General Partner of the ECBF Fund (Lux. VC fund with ESG focus in circular bioeconomy, since 02/2022)